A hold P de 124 作者 | 王小娟 编辑 | 黄昱 快递行业巨头顺丰主动让出的蛋糕，也可能是一块难啃的硬骨头。 与此同时，抖音电商加速成为头部电商平台的同时，退货率也居高不下，对于成本的考量等方面也有了更严格的要求。 根据行业消息，抖音2025年全年GMV将迈过4万亿元关口，体量逼近电商巨头拼多多。在如此庞大的交易规模下，物流成本的微小波动都将被显著放大。 而抖音电商与传统货架电商在退货物流上面临着截然不同的挑战。 传统货架电商退货相对稳定，用户经过比较和思考后下单，退货多为商品不符或质量问题。这些平台的物流服务商通常采用规模化、标准化的处理方式。 直播电商则依赖主播推荐和即时促销，冲动消费比例高。这种消费模式导致退货率高于传统电商平台。高峰期的退货压力可能突然爆发，需要物流服务商具 备高度灵活性和弹性。 近日，有市场消息称，顺丰并未参与2026年抖音电商退货服务，系其主动放弃该业务市场。12月19日，顺丰方面作出回应，称顺丰与抖音电退业务合作合同 自然到期终止，属于正常商业行为。 据了解，从12月中旬起，抖音平台开始对退货服务供应商进行大规模重新招标，原本由顺丰承担的订单被拆分至多家企业，形成 ...

Group 1 - Zhongtong Express has increased its registered capital from 420 million RMB to approximately 600 million RMB, attracting several strategic investors including Bytedance and Taobao China [1] - The capital increase is aimed at optimizing the equity structure of Zhongtong Express and injecting new resources for future development [1] - Zhongtong Express has been expanding its service capabilities and product systems since its establishment in 2016, now operating over 27,000 service outlets and achieving daily shipment volumes exceeding 54,000 tons [1] Group 2 - The investment from Bytedance marks another strategic move by Douyin in the logistics fulfillment sector, following its previous collaborations with major logistics companies [2] - Douyin had previously launched its electronic waybill in 2021 and has been enhancing its delivery services through partnerships with Zhongtong and other logistics firms [2] - In April of this year, Douyin invested 2 billion RMB to establish Shenzhen Shengmeng Supply Chain Company, while simultaneously discontinuing its "Yin Xu Da" delivery service [3]

Group 1 - Douyin is testing a new feature called "My Express" to facilitate users in tracking their express delivery information, currently in collaboration with Jitu Express [1][2] - The logistics sector is crucial for e-commerce platforms, directly impacting user experience and the integrity of the platform ecosystem [2] - Douyin has been exploring logistics for several years, with a strategic focus on e-commerce since 2018 [3] Group 2 - Douyin's e-commerce GMV has shown significant growth, reaching approximately 7.3 trillion, 14 trillion, 27 trillion, and 35 trillion yuan from 2021 to 2024 [4] - Douyin has not built an independent logistics system but collaborates with various express companies for logistics operations [6] - Previous logistics services like "Yin Zun Da" and "Yin Xu Da" were tested to address delivery issues, with the latter covering over 200 cities before being discontinued [7][9] Group 3 - Douyin's logistics strategy reflects a balance between light asset expansion and heavy experience demands, avoiding the pitfalls of self-built logistics systems [10][12] - The company faces challenges in maintaining control over service quality when relying on third-party logistics providers [15] - The testing of "My Express" represents Douyin's ongoing exploration of logistics cooperation and experience optimization, aiming to enhance its ecosystem [16]